Senior Financial Advisor; Hybrid/Remote - Client
Remote / Online - Candidates ideally in
Arlington, Arlington County, Virginia, 22201, USA
Listed on 2026-07-07
Arlington, Arlington County, Virginia, 22201, USA
Listing for:
Independent Educational Consultants Association
Full Time, Remote/Work from Home
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
The Independent Educational Consultants Association is looking for a Senior Financial Advisor responsible for retaining and attracting shareholders through virtual and in-person presentations. This hybrid/remote position offers a salary range of $126,000 - $157,000 along with incentives. Candidates need at least six years in the mutual fund or investment industry, with a bachelor's degree and strong client service skills.
The ideal applicant should hold a CFP designation and experience in a senior client-facing role. Responsibilities include conducting portfolio reviews and educating clients on financial products.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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